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Bloomberg Surveillance
Powell's Rate Signal and the Disney-Comcast Battle
Apr 17, 2024
Guests Ed Hyman, Sebastien Page, and Michael Nathanson discuss risks of Fed rates, inflation hedges, and Disney-Comcast battle. Topics include economic uncertainty, Apple's market challenges, investment strategies in volatile markets, immersive theme parks, and Disney analysis.
34:46
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Quick takeaways
- Fed may face risks if rates stay high for longer, strange time to cut inflation hedges.
- Media landscape evolving with AI content, YouTube dominance, NBA rights renegotiations, and increased prize money in women's sports.
Deep dives
Chinese Government's Approach to Debt
Residents in China facing steep debt are being restricted from making purchases, government jobs, air travel, high-speed trains, and expensive insurance as a consequence.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode